Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Invesco Ltd. | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
PNC FINANCIAL SERVICES GROUP, INC. | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
RAYMOND JAMES & ASSOCIATES | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
GUGGENHEIM CAPITAL LLC | 45 | 45 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
LPL Financial LLC | 45 | 45 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
Cambridge Investment Research Advisors, Inc. | 45 | 45 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Advisors Asset Management, Inc. | 45 | 45 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q2 2024 | 45 |
Creative Planning | 27 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 43 |
CITY HOLDING CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2024 | 42 |
STIFEL FINANCIAL CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2024 | 42 |
US BANCORP \DE\ | 36 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 41 |
Cetera Advisor Networks LLC | 23 | 16 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q4 2023 | 39 |
Stratos Wealth Partners, LTD. | 39 | 39 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q2 2024 | 39 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 39 |
Cypress Capital Management LLC (WY) | 28 | 10 | 0.06% | 0.15% | 0.52% | Q4 2014 | Q2 2024 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2024 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 37 |
Formidable Asset Management, LLC | 15 | 1 | 0.06% | 0.16% | 0.31% | Q3 2013 | Q2 2024 | 37 |
OPPENHEIMER & CO INC | 29 | 7 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2024 | 36 |
WHITTIER TRUST CO OF NEVADA INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 34 |
Geneos Wealth Management Inc. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 34 |
Domani Wealth, LLC | 33 | 33 | 0.06% | 0.09% | 0.24% | Q1 2015 | Q1 2023 | 33 |
AMERIPRISE FINANCIAL INC | 29 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 31 |
RMR Advisors LLC | 30 | 30 | 0.09% | 0.24% | 0.31% | Q2 2013 | Q3 2020 | 30 |
SeaBridge Investment Advisors LLC | 30 | 30 | 0.01% | 0.08% | 0.34% | Q2 2013 | Q3 2020 | 30 |
CITIGROUP INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 30 |
COLDSTREAM CAPITAL MANAGEMENT INC | 29 | 29 | 0.02% | 0.24% | 0.74% | Q2 2013 | Q2 2020 | 29 |
Steward Partners Investment Advisory, LLC | 21 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2024 | 29 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 28 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2024 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2024 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25 | 25 | 0.04% | 0.10% | 0.17% | Q2 2018 | Q2 2024 | 25 |
Bank of New York Mellon Corp | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 25 |
NEXT Financial Group, Inc | 12 | 6 | 0.01% | 0.02% | 0.11% | Q4 2014 | Q4 2021 | 25 |
Private Advisor Group, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2024 | 24 |
Dana Investment Advisors, Inc. | 24 | 24 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2019 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.14% | 0.99% | Q3 2018 | Q2 2024 | 24 |
ROMAN BUTLER FULLERTON & CO | 23 | 23 | 0.38% | 0.55% | 0.69% | Q4 2018 | Q2 2024 | 23 |
COHEN & STEERS, INC. | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2024 | 23 |
HighTower Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2024 | 23 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 22 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 22 |
Traynor Capital Management, Inc. | 21 | 21 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q2 2024 | 21 |
Shulman DeMeo Asset Management LLC | 12 | 9 | 0.07% | 0.11% | 0.30% | Q1 2019 | Q2 2024 | 21 |
AVIANCE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 21 |
Janney Montgomery Scott LLC | 17 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2024 | 20 |
TBH Global Asset Management, LLC | 19 | 19 | 0.14% | 0.18% | 0.24% | Q4 2019 | Q2 2024 | 19 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q2 2024 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2024 | 18 |
Sunbelt Securities, Inc. | 18 | 18 | 0.01% | 0.25% | 0.33% | Q1 2020 | Q2 2024 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Stockman Wealth Management, Inc. | 10 | 7 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2024 | 17 |
Shaker Financial Services, LLC | 6 | 1 | 0.11% | 0.74% | 1.79% | Q2 2014 | Q2 2024 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2016 | 16 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.23% | 1.04% | Q2 2013 | Q1 2017 | 16 |
ASSETMARK, INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2024 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.01% | 0.20% | 2.66% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Altus Wealth Group LLC | 15 | 15 | 0.14% | 0.48% | 0.73% | Q4 2020 | Q2 2024 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.04% | 0.19% | 0.45% | Q1 2020 | Q2 2024 | 15 |
D.A. DAVIDSON & CO. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2024 | 15 |
Diversified, LLC | 15 | 15 | 0.03% | 0.52% | 1.82% | Q4 2020 | Q2 2024 | 15 |
CAPTRUST FINANCIAL ADVISORS | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 15 |
CoreFirst Bank & Trust | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2024 | 14 |
Spire Wealth Management | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2024 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2024 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2023 | 13 |
Claraphi Advisory Network, LLC | 12 | 1 | 0.10% | 0.72% | 1.20% | Q3 2019 | Q4 2022 | 13 |
HARBOUR INVESTMENTS, INC. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TRUST CO OF VERMONT | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2024 | 12 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 12 |
Joel Isaacson & Co., LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q4 2018 | 12 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
UMB Bank, n.a. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2024 | 11 |
Ameritas Advisory Services, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q2 2024 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
COMMONS CAPITAL, LLC | 11 | 11 | 0.24% | 0.28% | 0.31% | Q4 2021 | Q2 2024 | 11 |
MML INVESTORS SERVICES, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 11 |
WEALTH EFFECTS LLC | 11 | 11 | 0.17% | 0.22% | 0.27% | Q4 2021 | Q2 2024 | 11 |
OAK HARBOR WEALTH PARTNERS, LLC | 11 | 11 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q2 2024 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2021 | 11 |
Brinker Capital Investments, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 11 |
Round Rock Advisors, LLC | 10 | 10 | 0.05% | 0.08% | 0.15% | Q4 2021 | Q1 2024 | 10 |
Karpus Management, Inc. | 6 | 2 | 0.02% | 0.32% | 0.80% | Q2 2013 | Q2 2024 | 10 |
Piscataqua Savings Bank | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2024 | 10 |
NATIONAL PLANNING CORP | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 10 |
WEDBUSH SECURITIES INC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q1 2017 | 10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 10 | 10 | 0.11% | 0.36% | 0.43% | Q3 2018 | Q4 2020 | 10 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 10 |
1832 Asset Management L.P. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2024 | 10 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q3 2021 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.15% | 0.23% | Q2 2022 | Q2 2024 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2024 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2020 | 9 |
Global Assets Advisory, LLC | 9 | 9 | 0.49% | 1.03% | 2.38% | Q2 2022 | Q2 2024 | 9 |
AlphaMark Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q2 2024 | 8 |
DOLIVER ADVISORS, LP | 5 | 1 | 0.10% | 0.27% | 0.62% | Q1 2013 | Q3 2018 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2024 | 8 |
V Wealth Advisors LLC | 5 | 3 | 0.03% | 0.12% | 0.41% | Q4 2016 | Q4 2021 | 8 |
Steigerwald, Gordon & Koch Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2018 | 8 |
Allegis Investment Advisors, LLC | 7 | 1 | 0.01% | 0.08% | 0.12% | Q4 2015 | Q1 2018 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 8 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2022 | 8 |
Colonial Trust Co / SC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2024 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 7 |
ELEMENT POINTE ADVISORS, LLC | 7 | 7 | 0.23% | 0.31% | 0.36% | Q4 2018 | Q2 2020 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Nan Shan Life Insurance Co., Ltd. | 7 | 7 | 0.10% | 0.22% | 0.42% | Q2 2020 | Q4 2021 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Semus Wealth Partners LLC | 7 | 7 | 0.32% | 0.41% | 0.54% | Q4 2022 | Q2 2024 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Future Financial Wealth Managment LLC | 6 | 1 | 0.05% | 0.17% | 0.23% | Q4 2021 | Q1 2024 | 7 |
People's United Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 6 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2024 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
HIGH POINT BANK & TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2016 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Corient Private Wealth LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.45% | 1.81% | 2.18% | Q4 2020 | Q1 2022 | 6 |
Financial Freedom, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
BUILDER INVESTMENT GROUP INC /ADV | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2024 | 6 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 6 |
OTA Financial Group L.P. | 2 | 1 | 0.12% | 0.31% | 0.76% | Q3 2013 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
STABLEFORD CAPITAL II LLC | 6 | 6 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Cornerstone Advisors, LLC | 5 | 5 | 0.38% | 0.48% | 0.58% | Q2 2023 | Q2 2024 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2014 | 5 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2024 | 5 |
ParenteBeard Wealth Management, LLC | 5 | 5 | 0.08% | 0.11% | 0.19% | Q4 2013 | Q4 2014 | 5 |
USCA RIA LLC | 5 | 5 | 0.04% | 0.09% | 0.12% | Q1 2015 | Q1 2016 | 5 |
Fortis Group Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2024 | 5 |
Savant Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q2 2024 | 5 |
1607 Capital Partners, LLC | 5 | 5 | 0.06% | 0.19% | 0.38% | Q2 2023 | Q2 2024 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2019 | Q1 2020 | 5 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2023 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q2 2024 | 5 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Advocacy Wealth Management Services, LLC | 4 | 1 | 0.00% | 0.12% | 0.43% | Q4 2015 | Q1 2018 | 5 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 1.71% | 1.88% | 1.96% | Q4 2019 | Q3 2020 | 4 |
Brick & Kyle, Associates | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2024 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q2 2019 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.06% | 0.11% | Q1 2022 | Q1 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 4 |
NBC SECURITIES, INC. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q2 2024 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Sculati Wealth Management, LLC | 4 | 4 | 0.22% | 0.29% | 0.33% | Q1 2020 | Q4 2020 | 4 |
American Portfolios Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 4 |
Adams Wealth Management | 4 | 4 | 0.09% | 0.30% | 0.40% | Q4 2019 | Q3 2020 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 4 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.03% | 0.18% | 0.29% | Q2 2015 | Q3 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2023 | Q2 2024 | 3 |
Brand Asset Management Group, Inc. | 3 | 3 | 0.02% | 0.19% | 0.27% | Q2 2018 | Q4 2018 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
American Capital Advisory, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q2 2024 | 3 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.03% | 0.03% | Q2 2016 | Q2 2018 | 3 |
Kercheville Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Creekmur Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2023 | Q2 2024 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q4 2018 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 3 |
Ashton Thomas Private Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
KHP Capital, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2024 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.00% | 0.11% | 0.26% | Q2 2013 | Q4 2013 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q2 2021 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Tyche Wealth Partners LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2023 | Q2 2024 | 3 |
JBR Co Financial Management Inc | 3 | 3 | 1.75% | 1.89% | 2.10% | Q4 2023 | Q2 2024 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.17% | 0.22% | 0.26% | Q4 2014 | Q2 2015 | 3 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 2 |
City Center Advisors, LLC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q1 2024 | Q2 2024 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
ROVIN CAPITAL /UT/ /ADV | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q4 2021 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q2 2024 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Divergent Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.28% | 0.30% | 0.33% | Q2 2018 | Q3 2018 | 2 |
Dakota Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q2 2019 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 2 |
IBERIABANK CORP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2015 | Q2 2015 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Shilanski & Associates, Inc. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2019 | Q3 2019 | 2 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
CNB Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q2 2024 | 2 |
Trust Co | 2 | 2 | 0.28% | 0.29% | 0.29% | Q1 2015 | Q2 2015 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2024 | Q1 2024 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2021 | Q3 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2024 | Q2 2024 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fairman Group, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2024 | Q2 2024 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Abich Financial Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
C-J Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
LM Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
OTA LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2014 | Q2 2014 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Concurrent Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2024 | Q1 2024 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own EATON VANCE ENH EQTY INC FD or have owned EATON VANCE ENH EQTY INC FD in the past.